Responsible investing at M&G Investments

At M&G Investments, we are responsible for our clients' assets. Here you will find more detail about our approach to responsible investment and our policies and principles.

Responsible Investment

Stewardship

Reports

Responsible Investment

We take our responsibilities as an investor seriously. Investment teams share an acute awareness of their duties as stewards of our clients’ assets, and this perspective informs all investment decisions.

We believe that the long-term success of companies is supported by effective investor stewardship and high standards of corporate governance, while social and environmental issues can also have an important impact on a company’s performance and successful development.

We take our responsibilities as an investor seriously. Investment teams share an awareness of their duties as stewards of our clients’ assets, and this perspective informs investment decisions.

M&G Investments ESG Investment Policy

M&G Investments Thermal Coal Investment Policy

M&G Real Estate looks to manage and respond to the growing range of environmental and social issues that can impact property values, helping protect and enhance fund and asset performance.

M&G Real Estate Sustainable Development Standards

M&G Real Estate will endeavour to ensure that our policies actively promote environmental protection, and wherever possible enhancement, within the confines of fiduciary duties to clients.

M&G Real Estate Environmental Policy Statement

Our progress toward Net Zero Real Estate and climate resilience

We use all reasonable endeavours to identify conflicts, manage them effectively and treat our clients fairly. This is central to the duty of care we owe to clients.

Conflicts of interest disclosure statement

Controversial Weapons Policy

M&G Investments Shareholder Rights Directive II disclosures signpost where to find details on how M&G meets its Shareholder Rights Directive transparency requirements and implements its Engagement Policy.

Shareholder Rights Directive II Disclosures

Shareholder Rights Directive II Disclosures for Pooled Pension Funds

Stewardship

The UK Stewardship Code was first introduced in 2010, setting the benchmark in the UK for institutional investors to meet ownership responsibilities in respect of their holdings of UK equities. The Code was updated in 2019 to reflect the fact that the investment market has changed considerably since the publication of the first Code in 2010. The new Code came into force on 1 January 2020, and M&G was among the first tranche of recognised signatories. Signatories are re-evaluated on an annual basis by the UK’s Financial Reporting Council.

M&G Investments’ Annual Stewardship Report explains how we adhere to the UK Stewardship Code, and highlights our engagement, voting and other responsible investment activities from throughout 2023.

M&G Investments 2023 Annual Stewardship Report

The Japan Stewardship Code was first introduced in 2014, with a revised version published in 2020. M&G Investments supports the Code, which is designed to promote the sustainable growth of Japanese companies through investment and engagement.

M&G Investments and the Japan Stewardship Code

An active and informed voting policy is an integral part of our investment philosophy. By voting, we seek to add value to our clients and protect our interests as shareholders.

Voting Policy

Voting history

MIFIDPRU 8.7 public disclosure – Investment Policy

A company’s remuneration policy should be well governed, transparent and aligned with the interests of shareholders. Engagement on remuneration is part of our regular and purposeful dialogue with investee companies.

Remuneration Guidelines for UK Investee Companies

M&G believes that the long-term success of companies is supported by effective investor stewardship, high standards of corporate governance and transparent engagement policies. We believe that if a company is run well, and sustainably, it is more likely to be successful in the long run. We undertake all investment stewardship engagements and proxy voting with the goal of protecting and enhancing the long-term value of client’s assets. Our engagement activities form an integral part of how we integrate ESG considerations in our investment process.

M&G Investments Engagement Policy

Reports

United Nations-backed Principles for Responsible Investment (PRI) Initiative is an international network of investors working together to put the six Principles for Responsible Investment into practice. The PRI publishes an annual assessment report of individual signatories, which evaluates investors’ progress in implementing and articulating their Responsible Investment activities. For the 2019 report, we are pleased to have maintained our A+ rating for Strategy & Governance, which measures M&G Investments overall Responsible Investment approach.

United Nations-backed Principles for Responsible Investment (PRI) Initiative

Summary of M&G Investments PRI assessment

M&G Investments 2020 PRI submission

You are about to enter the website of M&G Investments, a direct subsidiary of M&G plc.
Click here to proceed.

M&G plcの直接子会社であるM&G Investments（M&Gインベストメント）のウェブサイトにアクセスするには、
こちらをクリックしてください。

If you are looking for the affiliates of Prudential Financial, Inc., whose principal place of business is in the United States of America, click here to proceed.

アメリカ合衆国を主たる事業領域とするPrudential Financial, Inc.（プルデンシャル・ファイナンシャルInc.）の関連会社をお探しの場合は、こちらをクリックしてください。

If you are looking for the affiliates of Prudential plc, an international group incorporated in England and Wales, click here to proceed.

イングランド及びウェールズで設立された国際グループ企業であるPrudential plc（プルデンシャル・ピーエルシー）の関連会社をお探しの場合は、こちらをクリックしてください。

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in England and Wales.

M&G plc は、イングランド及びウェールズで設立・登録。本社登録地は10 Fenchurch Avenue, London EC3M 5AG。登録番号11444019。M&G plcは持ち株会社で、その子会社の一部はPRA（健全性監督機構）及びFCA（金融行為規制機構）に認可され、それらの規制対象となっています。

M&G plc は、イングランドを登録地、及び主たる事業領域とする会社で、その関連会社は有数の貯蓄・投資機関として基盤を確立しています。M&G plcは、Prudential Assurance Company Limited（プルデンシャル・アシュアランス・カンパニー・リミテッド）の直接親会社です。なお、Prudential Assurance Company Limitedは、アメリカ合衆国を主たる事業領域とするPrudential Financial, Inc.（プルデンシャル・ファイナンシャルInc.）またはイングランド及びウェールズで設立された国際グループ企業であるPrudential plc（プルデンシャル・ピーエルシー）とは一切関係がありません。